Meet Our Team
Fred Banwell, BA, CFP, TEP
Director, Wealth Management & Investment Advisor
I have been in the investment industry since 1994, and spent my first thirteen years with Berkshire Securities, where I was proud to become the number one advisor of over 1,000 advisors across Canada. Previously, I worked for several multinational computer companies and, in 1985, started my own business, which I built up to a staff of 65 people and sold in 1997.
In 2006, I joined a predecessor firm to offer my clients a wider array of products and services, and to enjoy an entrepreneurial culture that allows me to be truly independent. I hold a BA in Business from the University of Toronto, my Certified Financial Planner and Trust and Estate Planner designations, my second-degree black belt in Tae Kwon Do, and skills in a number of other martial arts. I have been active with the Kids Help Phone for 13 years, and was the Founder of their Charity Golf Classic which has raised half a million dollars.
In short, I do not try to be all things to all people, but rather strive to provide the very best cllient experience for a select and small group of Canadian families and corporations who share similar goals and objectives.
Prior to joining a predecessor firm, I worked with Fred Banwell at Berkshire Securities for 13 years. Previously, I worked at the Royal Bank for 23 years as Assistant Manager of Visa Security, Assistant Manager of Visa Systems, Manager of Customer Service at the branch level, and Manager of Personal Banking at the branch level. Qualified to handle securities transactions when Fred is not available, I also schedule regular client review meetings, and help clients with whatever details need attention.
Business Development Assistant
For the past 12 years, I have assisted my husband in his practice. As part of Fred’s team, I handle a variety of client and marketing related functions.